Snapshot Widget

Ultimate Lead Gen Tool for Business Advisors

Embed a white-labeled M&A valuation widget on your website. Business owners fill out a 3-minute survey. They get a professional valuation report. You get a qualified lead delivered to your CRM.

No setup fee · Cancel anytime · Unlimited reports included

Jims Plumbing & HVAC $1.6M – $2.9M ▼
Estimated Value Range
Jims Plumbing & HVAC
Home Services Est. 1996
$1.6M – $2.9M
Conservative – Optimistic scenario
Estimate Confidence 60%
Preliminary estimate — add operations data to sharpen it.
Key Value Drivers
Growing revenue trend
home_services businesses typically trade at 2.0x–4.0x SDE Source: IBBA 2025 Market Pulse
Planning estimate only. Final valuation produced by our 4-layer quality engine after submission.
Live snapshot output your leads receive
Trusted CRM integrations via Zapier
HubSpot GoHighLevel Salesforce Z oho Pipedrive Follow Up Boss + 5,000+ more via Zapier
How It Works
Live in minutes. Leads on autopilot.

Five steps from signup to your first lead — no developers needed.

1
🖥️
Sign up and complete the 5-minute onboarding
2
🔗
Get your hosted URL, embed code, and QR code
3
📤
Share the link or embed it on your website
4
📋
Business owners fill out a 3-minute valuation survey
5
📬
They get an instant report — you get the lead in your CRM
Product Screenshots
Everything your subscribers see

From a 5-minute setup to a branded widget your leads trust — here's what the experience looks like.

B
What's Your Business Worth?
Get a free, no-obligation business valuation in minutes.
Get My Free Value Report
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Lead Delivery
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🔗 Connect CRM
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HubSpot Connected — Leads pushed automatically.
5-minute CRM setup
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Business Experts
Business Valuation Report
DRAFT
Estimated Valuation Range
$2.4M – $3.1M
Revenue
$1.8M
SDE
$420K
Multiple
3.2×
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report sent to prospects.
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Sample Output
What your leads receive

A professional 9-section business valuation report generated in under 3 minutes. Every section below is real output.

Section 1 of 9
EXECUTIVE SUMMARY
Key metrics and overview of the valuation analysis for Desert Sun HVAC.
Estimated Value
$1,625,869
Range: $1.375M – $1.876M
Owner Earnings (SDE)
$500,268
Weighted 3-year average
Applied Multiple
3.25x
Range: 2.75x – 3.75x
SBA Financeability
✓ Likely Financeable
DSCR 2.13x (threshold 1.25x)
FF&E / Asset Value
Not provided
Included in transfer; SBA collateral
Most Likely Buyer
Owner Operator
SBA-eligible acquisition target
What Increases Value
✓ Strong owner earnings — $500,268 weighted SDE
✓ SBA financeable — DSCR of 2.13x
What May Reduce Value
⚠ Financials not independently verified by CPA
⚠ Standard operating procedures not documented
Section 2 of 9
REVENUE & OWNER EARNINGS TRENDS
Three-year financial performance. All figures from owner-provided records.
Revenue Trend
Yr 1
$1.6M
Yr 2
$1.85M
Yr 3
$2.4M
Yr 2 ↑15.6%  Yr 3 ↑29.7%
Owner Earnings (SDE) Trend
Yr 1
$395K
Yr 2
$458K
Yr 3
$563K
YearRevenueYOYNet ProfitOwner CompSDEMargin
Yr 1$1,600,000———$395,26824.7%
Yr 2$1,850,000▲ 15.6%——$458,26824.8%
Yr 3$2,400,000▲ 29.7%$380,000$95,000$563,26823.5%
Weighted Average$500,268—
Appendix A
SDE RECONSTRUCTION — ALL YEARS
Detailed add-back schedule. Source documentation is listed for each item.
Line ItemYr 1Yr 2Yr 3
Total Revenue$1,600,000$1,850,000$2,400,000
Net Profit (as reported)$212,000$275,000$380,000
+ Owner Compensation+$95,000+$95,000+$95,000
+ Payroll Tax (7.65%)+$7,268+$7,268+$7,268
+ Vehicle / Auto+$14,400+$14,400+$14,400
+ One-Time / Non-Recurring+$12,600+$12,600+$12,600
+ Depreciation+$32,000+$32,000+$32,000
+ Health Insurance+$22,000+$22,000+$22,000
Owner Earnings (SDE)$395,268$458,268$563,268
SDE Margin24.7%24.8%23.5%
Notes: All add-back amounts are owner-reported. ClearValue Advisory has not independently verified source documents.
Section 5 of 9
VALUATION SCENARIOS
Three scenarios using the Weighted SDE of $500,268 and the applied multiple range.
Conservative
$1,375,736
$500,268 × 2.75x
Assumes limited buyer competition, slower sale timeline, or significant seller concessions.
Expected Value
$1,625,869
$500,268 × 3.25x
Most likely outcome in a professionally marketed sale with qualified buyers.
Current Estimate
Optimistic
$1,876,003
$500,268 × 3.75x
Requires a strategic buyer, competitive bidding process, and favorable market timing.
Current Estimated Value $1,625,869 → +$250,134 potential → $1,876,003 Optimized Potential
Section 7 of 9
SBA FINANCING SNAPSHOT
Estimated SBA 7(a) loan structure at the Expected Value of $1,625,869.
Estimated Loan Structure
Purchase Price (Business)$1,625,869
Weighted SDE$500,268
FF&E / Asset ValueNot provided
Buyer Down Payment$162,587
SBA 7(a) Loan Amount$1,463,282
Est. Interest Rate10.25%
Loan Term10 Years
Est. Monthly Payment$19,541
Est. Annual Debt Service$234,486
Debt Service Coverage Ratio
2.13x
DSCR (SBA threshold: 1.25x)
0x1.25x2.0x4.0x
✓ Likely Financeable
A DSCR of 2.13x means the business generates $2.13 in owner earnings for every $1.00 of annual debt payments.
Section 8 of 9
HOW TO INCREASE BUSINESS VALUE
Prioritized improvements based on your specific business profile. Highest-impact actions listed first.
Current Estimated Value
$1,625,869
At 3.25x weighted SDE with current risk factors
→
Potential After Improvements
$1,876,003+
At 3.75x with verified financials & documented operations
1
Verify Financials with a CPA
CPA-reviewed or audited P&L statements dramatically increase buyer confidence and satisfy SBA lender requirements.
High
2
Document Standard Operating Procedures
Written SOPs show buyers the business can run without you. Critical for reducing the "key man" risk discount.
Moderate
3
Reduce Owner Dependence
Delegate more operational decisions to a lead employee or manager. Even 6–12 months of delegation history reduces transition risk.
High
4
Provide Current-Year YTD Financials
Current-year performance significantly affects buyer confidence and may support a higher multiple.
Moderate
Every section above is real output from a live Desert Sun HVAC valuation. Your leads receive all 9 sections instantly.
Pricing
Simple, transparent pricing

One flat monthly rate. No setup fees. No per-report charges — unlimited reports included.

Snapshot Widget
$49/mo
Everything included — no API key required
  • ✓ Unlimited reports/month
  • ✓ White-labeled with your branding
  • ✓ Hosted landing page + iframe embed
  • ✓ QR code for print & events
  • ✓ Zapier webhook to any CRM
  • ✓ Email notification per lead
  • ✓ Priority support
FAQ
Common questions

Everything you need to know before signing up.

No. The widget is fully white-labeled with your company name, logo, and brand color. Your clients only see your brand throughout the entire survey and report experience.
During setup, paste your Zapier Catch Hook URL. Every completed valuation automatically sends lead data — name, email, phone, business details, revenue, and estimated value — to your Zapier zap, which routes it to any CRM including HubSpot, GoHighLevel, Salesforce, Zoho, Pipedrive, and 5,000+ others.
Yes. You get both a hosted URL (shareable link) and an iframe embed code. Works on any website, landing page builder, or booking page — WordPress, Squarespace, Wix, HighLevel sites, you name it. No developer required.
A 10-section professional report: Business Profile, Revenue Trend, SDE Reconstruction, Multiple Waterfall, Value Driver Scorecard, Opinion of Value (3 scenarios), SBA Financing Analysis, Buyer Profile, Value Enhancement roadmap, and a Market Comparables summary. Delivered instantly by email to the business owner — and to your CRM as a lead.
Limited Liability & Disclaimer

The Snapshot Widget and all valuation reports generated through ClearValue Advisory are produced by artificial intelligence based solely on information self-reported by the business owner. Reports are provided for planning and informational purposes only and do not constitute a USPAP-compliant appraisal, certified business valuation, or professional financial, legal, tax, or investment advice.

ClearValue Advisory LLC makes no representations or warranties, express or implied, regarding the accuracy, completeness, or fitness for a particular purpose of any report output. Actual business value may differ materially from any estimate provided. Neither ClearValue Advisory nor its subscribers (widget operators) shall be liable for any decisions made in reliance on AI-generated output.

By using the Snapshot Widget — whether as a subscriber deploying the widget or as an end user submitting information — you acknowledge and agree to ClearValue Advisory's Terms of Service and Liability Release, which govern the use, limitations, and disclaimers associated with all platform outputs. Subscribers are responsible for communicating these limitations to their own clients and leads.

ClearValue Advisory LLC  ·  clearvalueadvisory.ai  ·  Reports are AI-generated estimates, not certified appraisals.

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